The Future of Live Chat: Essential Customer Engagement Features for 2023

The Future of Live Chat: Essential Customer Engagement Features for 2023

It has been more than 20 years since live chat for support and engagement became mainstream. Almost all websites these days have some sort of live chat tool embedded, and most website builders come with an integrated live chat software solution. So, if every business has a live chat facility, why do only a few reap the benefits of great engagement and customer satisfaction?

It is because most of these online support tools only grant you the ability to connect with your customers and do not go beyond that. Only a few tools have put more thought into this and provided an effective solution that actually makes a difference. Now, let us see what sets these tools apart from the others. You can use this as a checklist to choose your business's next engagement and support solution.

Thinking past the reactive support and engagement

In 2023, in the post-pandemic era, the world is shaping itself to new norms every day. Are you expecting your customers to visit your website, stay online, wait for a reply from your operators, and be online until the issue is resolved? With remote work being widely adopted, everyone works at their convenience from different time zones. So, do you expect a prospective entrepreneur customer to stay on your website while you provide support when they are busy with their schedule? The answer must be no.

Your customers and prospects should be able to engage with you whenever they can. The only way that is possible is by providing a non-reactive engagement, just like a messaging app. What is better than connecting with them from their favorite messaging platforms like Instagram or WhatsApp?

The live chat solution you use should enable your team to connect with your customers and prospects via multiple instant messaging platforms like Facebook Messenger, Instagram, WhatsApp, and Telegram from a single dashboard. In Zoho SalesIQ, by linking your IM channels, you can assist all your visitors directly from SalesIQ. Thereby allowing your customers to connect with your business from their go-to messaging application and respond when they find time.

Zoho SalesIQ supports the following IM applications:
Pro tip đź’ˇ: Setup chatbots to assist your IM and social media audience when you are away.

Connecting on a call with just a click



When you have an emergency, would you prefer to call or text and wait for a reply? You would want to call, right? That is exactly how your customers would feel. Non-reactive chats have their own set of benefits for most businesses, but for a time-sensitive business like hospitality and tourism, your customers would want to get in touch with you immediately. For example, if they are lost in a foreign country and unable to find or connect with their tour guide, the first thing your customers would want is to connect with you and seek a solution.

Such situations can be easily aided by having Zoho SalesIQ's Click-to-Call feature in your business.
  • To enable Click-to-call for your visitors, navigate to Settings > Brands > {Your brand name} > Installation. Now, check the Call option under Communication mode. This will add a call option in your Zoho SalesIQ chat window, allowing your visitors to connect with you via an audio call with just one click.
Pro tip đź’ˇ: Enable call recording to keep a recording of all your calls for future analysis, audit, training purposes. 

Prioritizing your  high-value clients



A high-value client who has signed a $50K deal with you would expect instant, exceptional service from an expert and wouldn’t want to be routed to the general customer support team. They wouldn’t be keen on waiting in long queues to get the necessary assistance. Delaying support can negatively impact your clients’ perceptions of your brand. Therefore, it is imperative to provide the most reliable and instant support possible.

The solution to this is to prioritize your VIP and high-priority customers by routing them straight to your experts. By doing so, you can ensure that your top clients receive dedicated, personalized support promptly. Having a dedicated routing system in place can help you attain the following:
  • Satisfaction
  • Loyalty
  • Advocacy and reputation
In SalesIQ, using the Chat Routing or Chatbot's audience criteria feature helps you prioritize your visitors based on a wide range of metrics and conditions, so your high-value customers and VIPs can get the adequate support without any delay. Check out this post to know more about chat routing.

Pro tip đź’ˇ: Integrate Zoho SalesIQ with CRM to unlock more metrics like deal amount and deal stage, etc., to prioritize your visitors better.

In conclusion, having a live chat facility on your website is no longer a luxury, but a necessity. However, having a live chat tool is not enough to provide great engagement and support satisfaction to your customers. You need to go beyond just reactive support and engage with your customers on their preferred messaging platforms. Additionally, offering a click-to-call feature for easy connection and prioritizing VIP customers for dedicated support can make a significant difference in your business's performance. By incorporating these key features, your business can enhance its engagement and support capabilities and stand out from the competition. But remember that these features are not the ultimate solution, but rather a facilitator. 

Regards,
Naveen

    • Recent Topics

    • How to upload mass inventory quantity adjustment with batch number?

      I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr
    • Product sale report with margins

      we unable to get the data as per product sale report with margins so we need help in this
    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.
    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
    • Is there provision to charge the attendees to join the webinar?

      We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.
    • Zoho Vault App for Windows

      Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you
    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
    • Emails take up to 14 hours to arrive and often never arrive at all.

      I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from
    • Emails take up to 14 hours to arrive and often never arrive at all.

      I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from
    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • "We’ve fine-tuned Zoho Inventory..."

      Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
    • How can the direct link to a ticket be created from ticket #?

      Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?
    • Allow standard layout to be used/edited as a starting point for canvas

      Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,
    • How to link to/displaya png stored in workdrive in a Creator HTML snippet?

      How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as
    • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

      Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help
    • Contemplating moving my site from WordPress to Zoho Sites

      Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:
    • Using AVG in SQL Query

      My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had
    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
    • Tracking Implementations

      We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B
    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
    • Is this link the transparent pixel used to track opens?

      Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks
    • Zoho desk desktop application

      does zoho desk has a destop applicaion?
    • How can I view Help Center articles in 'Sandbox' mode?

      I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.
    • Is this possible with Campaigns?

      My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
    • Error 403: Forbidden When Updating Email Signature via API

      Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
    • Opening & working multiple tickets

      We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk.  Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?  
    • Different content per social media account..

      Is there a way to add different content per social media account on one post?
    • Merge tickets

      Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to
    • Add "Merge by Ticket ID" Option on Ticket Screen

      Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second
    • Using tickets to train Zia

      Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into a
    • Unable to delete Junk Lead and Not Qualified from the Lead Status field

      Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.
    • Welcome Link Expired

      Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>
    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?
    • Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps

      In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
    • Zoho Developer Community Monthly Digest - December 2024

      Hello everyone! As we step into the new year, let’s reflect on the strides we’ve made together and gear up for the exciting opportunities 2025 holds. This month’s digest highlights key updates, engaging discussions, and upcoming events designed to keep
    • Allow "add new" option to picklists and multiselection fields from add or edit pages

      Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my
    • Need warehouse listed on packing slips

      We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?
    • Next Page